RecruitukLtd Salary: £25,000 - £28,000
We are working with an award winning London City based, IFA that offers independent advice and wealth management to companies and individuals. They advise on a range of financial matters including; Investment, Financial planning and retirement, Mortgage and tax planning. Their values are Integrity, Transparency and Honesty and they have developed a loyal client bank due to their client care and professionalism.
They are offering one ambitious individual the opportunity to join them in a trainee/ junior paraplanner role with a view to train and develop into a fully-fledged paraplanner role. The individual must have experience of working in an IFA environment previously, ideally with some report writing experience and some relevant industry related qualifications.
The role will see you working with Paraplanners to obtain quotations and valuations, carry out research and cash forecasts, report writing, preparation of recommendations and client documents ready for review.
Should this role be of interest and you wish to find out more or apply, please contact Louise Sheppard on 0117-9450-450 and quote reference 10850